In this episode of Framework, Laura Garfield and Sharon Gottula explore the serendipitous story of how they transitioned from making videos for the wine industry to financial services – all while learning the lessons of how to be a rock star on camera as they search the heavens for the perfect answer.

“Relationships are front and center and building trust is so important,” Laura says. “And when you have those kind of as goals, then cookie-cutter video doesn’t necessarily help you get there.”

Laura and Sharon are the co-founders of Idea Decanter, a video production company that specializes in creating custom content for financial advisors. They have a wealth of experience in the wine industry and are passionate about helping advisors create videos that build trust with their audience.

In this episode, you will learn the following:

  1. How Idea Decanter found its way from wine to finance.
  2. The techniques to make an advisor look like a “rock star” on camera.
  3. Exploring the idea of customizing video content to build trust with clients.


If you enjoyed this episode, please leave us a review and rating.

Carson Group is committed to advancing financial literacy. Our coaches work with thousands of FPA members. Schedule a consultation to learn how Carson can help you help your clients and grow your business.

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